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PFS Investments’s AvePoint AVPT Stock Holding History

PFS Investments’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$136K Buy
23,666
+2,058
+10% +$10.8K ﹤0.01% 505
2023
Q1 		$87K Buy
21,608
+7,303
+51% +$33K ﹤0.01% 497
2022
Q4 		$59K Buy
14,305
+2,745
+24% +$11.7K ﹤0.01% 442
2022
Q3 		$46 Buy
11,560
+1,050
+10% +$4.95K ﹤0.01% 416
2022
Q2 		$46K Buy
+10,510
New +$53.4K ﹤0.01% 411

Other funds holding AVPT

SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return